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Nuclear Energy

Nuclear energy supplies constant carbon-free electricity, which has brought it back into favour as data center demand collides with decarbonisation targets. Long build times mean supply responds slowly to a change in sentiment.

61 stocks

Small Modular Reactors Uranium Mining & Enrichment

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
226	Summit Partners Public Asset Management Boston, Massachusetts	$135M	+$99M	3	4.63%	Increased
227	Raymond James Financial Services Advisors St. Petersburg, Florida	$134M	+$9.86M	23	0.2%	Increased
228	PIM Platinum Investment Management Sydney Australia 2000, Australia	$134M	+$796K	1	5.4%	Increased
229	PointState Capital New York	$134M	-$31.7M	5	2.29%	Reduced
230	Schroder Investment Management Group London, United Kingdom	$132M	-$5.76M	8	0.16%	Reduced
231	SCM Segra Capital Management Palm Beach, Florida	$131M	+$17.9M	4	100%	Increased
232	Voloridge Investment Management Jupiter, Florida	$130M	-$113M	5	0.47%	Reduced
233	M&G plc London, United Kingdom	$129M	+$122M	3	0.49%	New
234	Bridgewater Associates Westport, Connecticut	$129M	+$15.4M	6	0.65%	Increased
235	Hudson Bay Capital Management Stamford, Connecticut	$129M	+$6.83M	5	0.71%	Increased
236	Check Capital Management Costa Mesa, California	$127M	+$470K	1	4.18%	Increased
237	Verition Fund Management Greenwich, Connecticut	$126M	+$27.8M	15	0.87%	Increased
238	Aviva London, United Kingdom	$126M	-$23.1M	9	0.42%	Reduced
239	Railway Pension Investments London, United Kingdom	$126M	$0	3	1.23%	Maintained
240	Osaic Holdings Scottsdale, Arizona	$126M	-$59.1M	32	0.28%	Reduced
241	Schonfeld Strategic Advisors New York	$124M	+$15.1M	12	0.82%	Increased
242	Asset Management One Tokyo, Japan	$123M	-$2.4M	8	0.47%	Reduced
243	Royal London Asset Management United Kingdom	$123M	-$8.24M	7	0.31%	Reduced
244	Andra AP-fonden Goteborg, Sweden	$122M	+$78.1M	6	2.16%	Increased
245	CC Covalis Capital London, United Kingdom	$121M	+$96.3M	3	14.91%	Increased
246	STRS Ohio Columbus, Ohio	$121M	+$2.18M	11	0.48%	Increased
247	CAPTRUST Financial Advisors Raleigh, North Carolina	$120M	-$3.41M	15	0.44%	Reduced
248	ECP ControlCo Summit, New Jersey	$119M	$0	1	32.92%	Maintained
249	Zurich Cantonal Bank Zurich, Switzerland	$119M	+$487K	22	0.42%	Increased
250	Janney Montgomery Scott Philadelphia, Pennsylvania	$117M	+$3.1M	21	0.35%	Increased